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ReportsComing February 2027

The numbers behind the business, without the spreadsheet.

Forecast accuracy, PM scorecards, cycle time from won quote to first invoice and 13-week cash, from your own records.

Join the App waitlist

Part of the App. Need tenders priced before then? The estimating plugin is available now.

Business reportsSample data
Report tiles for profit by job, win rate, cash runway and debtors, with a quoted against forecast margin chart and a 13-week cash line. Sample data.
Click or tap to enlargeView full screen

Sound familiar?

You learn which work made money after the accountant does the year.

The P&L says the year was fine or it wasn’t, but not which jobs or clients did it. Pulling that apart takes an export and a weekend.

How it works

It prepares. You decide.

  1. 01

    Same records, no export

    Reports come from the jobs, quotes, claims, bills and hours the office already keeps in the App.

  2. 02

    Reports a PM can be held to

    Month close with forecast lock, forecast accuracy, PM scorecard, cycle time and 13-week cash.

  3. 03

    You question them

    Reports are read-only. Ask your Claude about a figure and it answers from the records.

Nothing goes out without you

What stays with your team.

  • Nothing changes from a report

  • What you do with what they show

  • Who can see which report

Reads from

FAQ

Questions subcontractors ask.

Is it ready?

Not yet. We’re building the App now, and the screens here are sample data. Join the waitlist and we’ll tell you when it opens.

Can we ask questions about them?

Yes, in your own Claude. It answers from the records behind the report, within what your role can see.

Who sees the money reports?

You decide per person. Cost visibility, read-only and approval rights are set per user, without new roles.

Related

The App

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Tell us what eats your week.

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Launching February 2027. No obligation, one of us replies.